Sarver Vrooman Wealth Advisors
Annual return
—
SPY
—
Alpha
—
Invested
$162.4M
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHD
SCHWAB US DIVIDEND ETF EQUITY
Held since at least Q1 2024
31.3%
02
$IBDW
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE
Held since at least Q1 2024
28.3%
03
$IBDZ
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE
Held since at least Q1 2024
26.6%
04
$DGRW
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND
Held since at least Q1 2024
2.5%
05
$DBEF
XTRACKERS MSCI EAFE ETF EQUITY
Held since at least Q1 2024
2.3%
06
$AVLV
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE
Held since at least Q1 2024
2.2%
07
$AVGO
BROADCOM INC
Q4 2025: New position (3.81M shares)
1.5%
08
$AMZN
AMAZON COM INC
Q4 2025: New position (7.83M shares)
1.4%
09
$META
META PLATFORMS INC
Q4 2025: New position (1.77M shares)
1.0%
10
$TSLA
TESLA INC
Q4 2025: New position (2.27M shares)
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:25 UTC.